See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,470 | $154,228+64.3% | $145,433+74.3% | $137,256+84.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.90% | 74.59%-61.7pp | 66.58%-53.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,997 | $4,804-58.4% | $4,554-56.2% | $4,156-52.0% |
| Participant deferral / active EE | $23,088 | $8,216+181.0% | $7,897+192.3% | $6,407+260.4% |
| Admin fee / account holder | $1,209 | $14,344-91.6% | $13,129-90.8% | $12,270-90.1% |